Edgemoor Investment Advisors, Inc. Ishares Russell Midcap Value E Transaction History

Edgemoor Investment Advisors, Inc.

  • $1.14 Billion
  • Q3 2024

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 1,770 shares of IWS stock, worth $236,648. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,770
Previous 1,978 10.52%
Holding current value
$236,648
Previous $238,000 1.68%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$119.52 - $132.25 $24,860 - $27,508
-208 Reduced 10.52%
1,770 $234,000
Q1 2024

May 09, 2024
SELL
$112.43 - $125.33 $12,929 - $14,412
-115 Reduced 5.49%
1,978 $247,000
Q2 2023

Aug 09, 2023
BUY
$101.5 - $109.84 $304 - $329
3 Added 0.14%
2,093 $229,000
Q1 2023

May 09, 2023
BUY
$100.22 - $116.23 $209,459 - $242,920
2,090 New
2,090 $221,000

Others Institutions Holding IWS

# of Institutions
963
Shares Held
93.7M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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